See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,330 | $64,432-96.4% | - | $139,434-98.3% |
| Participation rate | 16.7% | 66.0%-49.4pp | - | 80.3%-63.7pp |
| Annual return | 0.00% | 4.96%-5.0pp | - | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $6,830-100.0% | - | $4,751-100.0% |
| Participant deferral / active EE | $358 | $2,937-87.8% | - | $6,710-94.7% |
| Admin fee / account holder | $7 | $3,919-99.8% | - | $11,403-99.9% |